RL
PFO

RPO LLC’s Flaherty & Crumrine Preferred and Income Opportunity Fund PFO Stock Holding History

RPO LLC’s Portfolio PFO Stock Details PFO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-12,287
Closed -$104K – 49
2024
Q2 		$104K Hold
12,287
– – 0.08% 34
2024
Q1 		$104K Hold
12,287
– – 0.15% 30
2023
Q4 		$97.8K Buy
+12,287
New +$92.3K 0.14% 38

Other funds holding PFO

CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NWM
Napa Wealth Management Napa, California $213M AUM 25.01% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
SXL
Summit X LLC Chesterfield, Missouri $536M AUM 15.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

RPO LLC's PFO Position: Q3 2024 in Review

RPO LLC sold out of Flaherty & Crumrine Preferred and Income Opportunity Fund (PFO) in Q3 2024, closing a stake of 12,287 shares — an estimated $104K sold.

RPO LLC first reported a position in PFO in Q4 2023 and held it in 3 quarters. The position peaked at $104K in Q2 2024. 47 funds tracked by Wall St. Rank hold PFO as of Q3 2024.

  • RPO LLC reported no remaining Flaherty & Crumrine Preferred and Income Opportunity Fund position as of Q3 2024 after selling out during the quarter.
  • RPO LLC sold 12,287 Flaherty & Crumrine Preferred and Income Opportunity Fund shares in Q3 2024, an estimated $104K.
  • RPO LLC first reported a position in Flaherty & Crumrine Preferred and Income Opportunity Fund in Q4 2023 and held it in 3 quarters.
  • RPO LLC's Flaherty & Crumrine Preferred and Income Opportunity Fund position peaked at $104K in Q2 2024.
  • 47 funds tracked by Wall St. Rank held Flaherty & Crumrine Preferred and Income Opportunity Fund as of Q3 2024.

Based on RPO LLC's 13F filing for Q3 2024, filed 8 Nov 2024.